For owners of UK financial advice firms
Answer three questions. See what your practice could sell for.
Practice Value helps UK financial advice practice owners estimate a sale value and understand their options. Your report appears on screen, explains what affects each route and can be downloaded.
Those three are enough to start. A few more questions follow, and anything you’re not sure of can be left as it is. Your figures appear on screen the moment you finish.
Free to use. About three minutes. No commitment to sell.
What you get
A headline figure for each way of selling you choose, what lifted it and what held it back, and the market conditions behind it.
How the figures are builtTwo ways to sell
A company sale: the buyer takes the whole firm and your clients stay where they are. A client bank sale: you sell the clients and their income, and keep the company.
How the two compareWho is behind it
Practice Value was created by Martin Dugan and is free to use. If an introduction leads somewhere, the receiving firm pays Practice Value a fee; you never do.
About Martin